Nick Catalano
,
Vice President, Financial Advisor
4 Penn Ctr
Philadelphia, PA 19103
215.587.4734
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Nick Catalano, Financial Advisor, Vice President, began his financial services career in 2006. As a Financial Advisor, Nick assists clients by helping them manage their wealth to meet their individual needs. He focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.

Nick currently lives in Malvern, with his wife, their two children, and their dog Ruby. 

About Me
Welcome

I help individuals and families reduce financial stress.

Understanding your life priorities is an important part of how I work with the clients I serve. It's not just about markets and returns, it's about what matters most to you.

My team focuses on fee reduction, tax minimization, and risk management. We help high net worth individuals and families, business owners, and corporate executives with investment management, estate planning, corporate executive services, and family office services.

Our office is located in Philadelphia. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and aspirations.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Meet Our Professional Staff
Madeleine Tyler Alban
Wealth Management Client Associate
215.587.4642
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
John Ventura
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Chris Claps
Alternative Investments Regional Specialist
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Angelo Catalano is registered to do business in CA, CT, DE, GA, MA, MI, NH, NJ, OK, PA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.